About Us

Montgomery Financial Services is an independent, fiduciary Registered Investment Advisory (RIA) firm serving communities across Maryland and Delaware. We specialize in long-term financial planning, efficient investment management, proactive tax strategies, and retirement income planning for pre-retirees, retirees, and families.

At Montgomery Financial, we provide trusted investment advice and personalized guidance to help you achieve your goals and build the wealth needed to live your dreams. More than just numbers, we are your supportive partner on life’s journey, offering clarity, confidence, and actionable strategies.

Through our unique Inspiration Process, we analyze your investments, income, tax planning, and estate strategies to create a retirement plan that aligns with your goals and values. Our passion lies in educating and coaching retirees, enhancing their understanding of risk and reward, and helping them enjoy a more secure and fulfilling future.

Our mission is simple: create better lives for our clients by focusing on what truly matters. We build lasting relationships, foster genuine connections, and ensure your financial plan supports the life you want to live. With competence and character as the cornerstones of trust, we help you navigate every stage of your wealth journey - together, we make a difference.